Recalc ClosePlan Rollups
- Recalculate Events in Playbook - how many and where belong (Not Started, In Progress, Completed)
- Launch it e.g. if a report shows 2 Not Started events but there are actually 5.
Recals ClosePlan Sharing
- Recalculate Sharing for ClosePlan - if all Opportunity Team Members have access to Playbook Events.
- Launch it e.g. if user does not have access to the Event but is Opportunity Team Member
Delete Context Metadata
Clicking on Delete Context Metadata will delete all created CP metadata in your organization. You will return to default settings.
This function is intended when you uninstall or cleanup ClosePlan.
- Click Delete Context Metadata and Confirm
Trigger Settings
Will disable or change the behavior of APEX triggers shipped with this application. Triggers are executed when DML operations take place (ie. record insert or update).
Warning: Enabling the following options will change the application's behavior and may jeopardize application features. By default, all settings are unchecked. Use with caution.
